Senior Territory Manager, Independent Agency Channel

Posted 3 days ago

This is a fully remote position, open to applicants in Arizona, +17 more states.

📋 Description

• Take ownership of a specific state or group of states to enhance both the volume and quality of business submitted by independent agencies.

• Achieve production goals for bound premium and policy count.

• Develop, categorize, and oversee target agency lists.

• Design and refine territory plans.

• Maintain an overview of appointed agencies, quoting trends, and bound premium in the pipeline.

• Conduct in-person agency visits, lunch-and-learns, and local events.

• Secure production commitments from priority agencies.

• Articulate Branch’s value proposition, market appetite, and distinguishing features.

• Educate agencies regarding Branch’s ideal risk profile.

• Train agency stakeholders on the use of Branch’s quoting platform prior to comparative raters.

• Activate, retain, and re-engage producing agencies.

• Address objections from agencies and shoppers.

• Transform field intelligence into strategic insights for the IA strategy.

• Collaborate with Marketing, Product, Underwriting, and Operations to overcome production challenges at the territory level.

• Report directly to the Director of Territory Management.


⛳️ Requirements

• 5+ years in a field sales role with quota or target responsibilities, managing a defined geography or book of business.

• Preferred experience includes independent agency distribution, territory/field sales, SaaS sales, or similar business development roles.

• Proven accountability for achieving specific production targets.

• Experience in influencing independent professionals without relying on positional authority.

• Existing connections with independent agencies in the assigned state(s) are advantageous.

• Experience managing a self-directed field schedule with significant travel.

• Strong skills in in-person presentations and group training.

• Consultative selling skills.

• Ability to learn and effectively teach a technical, regulated product.

• P&C insurance experience is preferred but not mandatory.

• Ability to grasp underwriting appetite, rating, and agency workflow within the first quarter.

• Must be authorized to work in the United States on a full-time basis.

• Willingness to meet a 50–70% travel requirement within the territory.


🏝️ Benefits

• Competitive salary above market standards.

• Commitment to pay equity and transparency.

• Remote-first working environment.

• Work-from-home arrangement.

• Monthly internet expense coverage.

• Flexible time-off policy, including YouTime.

• $1,000 vacation benefit after the first year of employment.

• Employee stock options.

• Comprehensive medical insurance.

• Vision insurance coverage.

• Dental insurance benefits.

• 401(k) retirement plan.

• 401(k) contribution matching program.

• Annual company-wide gathering known as BranchFest.

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